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S&P Global
SPGI

Overview Fund Activity

1,614 hedge funds and large institutions have $100B invested in S&P Global in 2023 Q3 according to their latest regulatory filings, with 127 funds opening new positions, 631 increasing their positions, 598 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,614
Holders Change
+1
Holders Change %
+0.06%
% of All Funds
25.73%
Holding in Top 10
58
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-19.44%
% of All Funds
0.92%
New
127
Increased
631
Reduced
598
Closed
105
Calls
$562M
Puts
$1.12B
Net Calls
-$563M
Net Calls Change
-$328M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$668M
2
Wells Fargo
Wells Fargo
California
+$358M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$322M
4
Morgan Stanley
Morgan Stanley
New York
+$157M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$148M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$560M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$251M
3
Goldman Sachs
Goldman Sachs
New York
-$240M
4
Capital World Investors
Capital World Investors
California
-$238M
5
BlackRock
BlackRock
New York
-$171M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
1026
Continuum Advisory
Idaho
$676K -$15.7K -43 -2%
MCI
1027
MRP Capital Investments
Georgia
$676K – – –
BC
1028
Bowman & Company
Wisconsin
$675K +$63.4K +173 +10%
PWMG
1029
Prestige Wealth Management Group
New Jersey
$672K +$318K +869 +89%
PFG
1030
PAX Financial Group
Texas
$671K -$36.2K -99 -5%
MWM
1031
Mission Wealth Management
California
$667K +$15K +41 +2%
CWS
1032
Confluence Wealth Services
Pennsylvania
$666K +$360K +985 +118%
DAS
1033
Dynamic Advisor Solutions
Arizona
$665K +$231K +632 +53%
WPW
1034
Waldron Private Wealth
Pennsylvania
$664K -$31.1K -85 -4%
RCM
1035
Radnor Capital Management
Pennsylvania
$664K – – –
FAIM
1036
Financial Advocates Investment Management
Washington
$661K -$38K -104 -5%
SP
1037
Symmetry Partners
Connecticut
$659K – – –
FNBOH
1038
First National Bank of Hutchinson
Kansas
$658K +$28.1K +77 +4%
SGI
1039
Summit Global Investments
Utah
$657K -$61.1K -167 -9%
FMLI
1040
Fukoku Mutual Life Insurance
Japan
$654K – – –
LC
1041
Lindbrook Capital
California
$652K +$26.7K +73 +4%
GAM
1042
Griffin Asset Management
New York
$652K +$2.92K +8 +0.5%
MWP
1043
Meridian Wealth Partners
Pennsylvania
$649K +$5.12K +14 +0.8%
FWCM
1044
Ferguson Wellman Capital Management
Oregon
$649K -$11K -30 -2%
CWM
1045
Circle Wealth Management
New Jersey
$647K +$104K +284 +19%
TIMH
1046
Tilt Investment Management Holdings
New York
$645K – – –
VEA
1047
Virtus ETF Advisers
New York
$645K +$645K +1,764 New
MCM
1048
Mendel Capital Management
Arkansas
$644K +$731 +2 +0.1%
DTC
1049
Davidson Trust Company
Washington
$643K -$9.14K -25 -1%
RSC
1050
Red Spruce Capital
Pennsylvania
$640K -$8.77K -24 -1%
40 41
42
43 44